Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 385 shares of NTSX stock, worth $20,963. This represents 0.0% of its overall portfolio holdings.

Number of Shares

385

Previous 410 6.1%

Holding current value

$20,963

Previous $18,000 5.56%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	SELL	$40.73 - $50.06 $1,018 - $1,251	-25 Reduced 6.1%	385 $19,000
Q1 2025 May 07, 2025	BUY	$44.7 - $49.05 $44 - $49	1 Added 0.24%	410 $18,000
Q4 2024 Jan 21, 2025	BUY	$45.85 - $49.28 $91 - $98	2 Added 0.49%	409 $19,000
Q3 2024 Nov 14, 2024	BUY	$42.72 - $47.0 $42 - $47	1 Added 0.25%	407 $19,000
Q2 2024 Jul 23, 2024	BUY	$40.06 - $44.52 $40 - $44	1 Added 0.25%	406 $17,000
Q1 2024 May 03, 2024	BUY	$38.7 - $42.6 $38 - $42	1 Added 0.25%	405 $17,000
Q4 2023 Jan 26, 2024	BUY	$33.27 - $39.73 $33 - $39	1 Added 0.25%	404 $15,000
Q3 2023 Oct 11, 2023	BUY	$34.65 - $38.19 $69 - $76	2 Added 0.5%	403 $14,000
Q2 2023 Aug 08, 2023	BUY	$34.69 - $37.13 $34 - $37	1 Added 0.25%	401 $14,000
Q1 2023 Apr 25, 2023	BUY	$32.42 - $35.66 $32 - $35	1 Added 0.25%	400 $14,000
Q3 2022 Nov 14, 2022	SELL	$30.58 - $37.75 $25,717 - $31,747	-841 Reduced 67.82%	399 $12,000
Q1 2022 May 16, 2022	BUY	$37.82 - $44.33 $9,001 - $10,550	238 Added 23.75%	1,240 $50,000
Q4 2021 Feb 09, 2022	BUY	$40.78 - $44.63 $16,271 - $17,807	399 Added 66.17%	1,002 $44,000
Q4 2020 May 19, 2021	BUY	$32.21 - $36.6 $19,422 - $22,069	603 New	603 $22,000

Others Institutions Holding NTSX

# of Institutions

103

Shares Held

14.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR WISDOMTREE U.S.

Ticker NTSX
Sector ETFs
Industry ETFs

More about NTSX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History